Anthony Marshall
Anthony Marshall is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Peachtree City, GA, with 21 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
103 Westpark Dr., Suite B, Peachtree City, GA, 30269
Get directionsHistory
Regulatory History (5)
Customer Dispute
February 2023Customer Dispute
September 2016Customer Dispute
March 2014Customer Dispute
May 2012Employment Separation After Allegations
January 2011Other Business Activities
Anthony is the owner/partner of Sentinel Wealth Advisors LLC, dedicating full-time hours to this role. He also works as an advisory representative of an RIA, CIRA, also dedicating full-time hours.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Truist Advisory Services, INC.
Suntrust Investment Services, INC.
Truist Investment Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Wachovia Securities, LLCBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.